See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $7,956 |
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $6,282 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,830 | $48,795+47.2% | $65,493+9.7% | $84,808-15.3% |
| Participation rate | 90.2% | 67.0%+23.3pp | 73.1%+17.2pp | 68.3%+21.9pp |
| Annual return | 9.24% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,443 | $1,930+78.4% | $2,574+33.7% | $2,631+30.9% |
| Participant deferral / active EE | $3,622 | $2,928+23.7% | $3,961-8.6% | $4,212-14.0% |
| Admin fee / account holder | $106 | $3,877-97.3% | $5,028-97.9% | $7,344-98.6% |